Investment Advisor
1 week ago
Investment Advisor – Multi-Asset Wealth Solutions | Dubai
A leading international financial institution is seeking an experienced
Investment Advisor
to join its wealth management division. The ideal candidate will have a proven track record of delivering tailored investment solutions across multiple asset classes while maintaining exceptional client service standards.
This is a key front-office role requiring both strategic insight and strong execution capabilities — ideal for an investment professional who thrives on providing bespoke advice and creative portfolio solutions to HNW and UHNW clients.
Responsibilities:
Provide high-quality, tailored investment advice across
multi-asset classes
, including equities, fixed income, alternatives, and structured products
Develop and present
bespoke portfolio strategies
aligned with client goals, market conditions, and risk appetite
Collaborate closely with Relationship Managers and internal product teams to deliver
holistic client solutions
Handle client queries and servicing requirements efficiently, ensuring the highest level of satisfaction
Monitor portfolio performance and provide proactive rebalancing and tactical recommendations
Contribute to investment research discussions and idea generation across the advisory team
Think
creatively and strategically
, offering differentiated insights and solutions to complex client needs
Requirements:
Minimum
8 years' experience
in investment advisory, portfolio management, or wealth management
Strong understanding of
multi-asset investment strategies
and global markets
Proven ability to manage and grow sophisticated client relationships
Previous experience with an
international private bank or family office
Excellent communication and presentation skills — ability to articulate complex ideas clearly
Out-of-the-box thinker
with a proactive and entrepreneurial approach
If you are interested and have the experience required please send your CV to
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